Lamb Weston
LW

$63.02

1.5%

Market Cap: $9.05B

About: Lamb Weston is North America's largest and the world's second-largest producer of branded and private-label frozen potato products, both by volume and value. The company's portfolio is anchored by French fries, but it also sells sweet potato fries, tater tots, diced potatoes, mashed potatoes, hash browns, and chips. Roughly two-thirds of revenue comes from its home market of North America, with none of the other 100 countries the company sells into representing a significant share. McDonald's is Lamb Weston's single largest customer at 14% of fiscal 2024 sales, with no other company representing more than 10%. Lamb Weston became an independent company in 2016 when it was spun off from Conagra.

Employees: 10,700

Consumer Staples Canned, Frozen & Preserved Fruits, Vegetables, and Food Specialties

0

Funds holding %

of 6,686 funds

0

Analysts bullish %

of 8 analysts

Fund manager confidence

Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)

22% more repeat investments, than reductions

Existing positions increased: 271 | Existing positions reduced: 223

8% more funds holding in top 10

Funds holding in top 10: 13 [Q1] → 14 (+1) [Q2]

6.64% more ownership

Funds ownership: 90.11% [Q1] → 96.75% (+6.64%) [Q2]

5% less funds holding

Funds holding: 773 [Q1] → 738 (-35) [Q2]

15% less capital invested

Capital invested by funds: $13.8B [Q1] → $11.7B (-$2.07B) [Q2]

22% less first-time investments, than exits

New positions opened: 121 | Existing positions closed: 156

42% less call options, than puts

Call options by funds: $214M | Put options by funds: $369M

See Fund Rankings

Research analyst outlook

8 Wall Street Analysts provided 1 year price targets over the past 3 months

Low target

$60

5%

downside

Avg. target

$75

19%

upside

High target

$104

65%

upside

8 analyst ratings

6 positive

75%

2 neutral

25%

0 negative

0%

Barclays Lauren Lieberman 65% 1-year accuracy 55 / 85 met price target	11%upside $70	Overweight Maintained	26 Jul 2024
Wells Fargo Marc Torrente 75% 1-year accuracy 3 / 4 met price target	11%upside $70	Overweight Maintained	26 Jul 2024
TD Cowen Robert Moskow 75% 1-year accuracy 21 / 28 met price target	3%downside $61	Hold Downgraded	25 Jul 2024
Goldman Sachs Adam Samuelson 71% 1-year accuracy 10 / 14 met price target	24%upside $78	Buy Maintained	25 Jul 2024
JP Morgan Thomas Palmer 31% 1-year accuracy 8 / 26 met price target	0%downside $63	Overweight Maintained	25 Jul 2024

See Analyst Rankings

Financial journalist opinion

Based on 47 articles about LW published over the past 30 days

Zacks Investment Research

Bear of the Day: Lamb Weston (LW)

The company's latest set of quarterly results caused shares to plunge, with LW falling short of the Zacks Consensus EPS estimate by 37% and reporting sales 5% below expectations.

Bear of the Day: Lamb Weston (LW)

Lamb Weston Announces Details of Lamb Weston Fiscal Year 2025 First Quarter Earnings Release

EAGLE, Idaho--(BUSINESS WIRE)--Lamb Weston Holdings, Inc. (NYSE: LW) will report its fiscal 2025 first quarter results on Tuesday, October 1, 2024. The news release will be issued at approximately 5:30 p.m. EDT. Lamb Weston will host a conference call on Wednesday, October 2, 2024, at 10:00 a.m. EDT to discuss the results. Participants in the U.S. and Canada may access the conference call by dialing 888-394-8218 and participants outside the U.S. and Canada should dial 1-323-994-2093. The confer.

Lamb Weston Announces Details of Lamb Weston Fiscal Year 2025 First Quarter Earnings Release

Lamb Weston: Why I Just Went Long On This Niche Leader

I decided to go long on Lamb Weston Holdings despite recent disappointing quarters, believing short-term punishment is followed by long-term recovery. Lamb Weston, a major global frozen potato products provider, has shown substantial historical growth but faced significant setbacks in FY2024, impacting stock performance. Despite current challenges, I see potential for a 35-50% upside if management can stabilize operations and return to historical performance trends.

Lamb Weston: Why I Just Went Long On This Niche Leader

Lamb Weston: Why One Of The Market's 'Most Hated' Dividend Stocks Is A Strong Buy

Lamb Weston stock faced significant declines post-3Q24 and 4Q24 earnings, but I remain confident in its long-term value due to strong product demand. French fries are highly profitable and popular, with global demand growth driven by quick-service restaurants and partnerships with giants like McDonald's. The ERP system transition caused major disruptions, leading to a 16% sales decline in 3Q24 and continued challenges in 4Q24.

Lamb Weston: Why One Of The Market's 'Most Hated' Dividend Stocks Is A Strong Buy

Zacks Investment Research

Why Is Lamb Weston (LW) Up 17.7% Since Last Earnings Report?

Lamb Weston (LW) reported earnings 30 days ago. What's next for the stock?

Why Is Lamb Weston (LW) Up 17.7% Since Last Earnings Report?

Lamb Weston ALERT: Bragar Eagel & Squire, P.C. is Investigating Lamb Weston Holdings, Inc. on Behalf of Long-Term Stockholders and Encourages Investors to Contact the Firm

NEW YORK, Aug. 19, 2024 (GLOBE NEWSWIRE) -- Bragar Eagel & Squire, P.C., a nationally recognized shareholder rights law firm, is investigating potential claims against Lamb Weston Holdings, Inc. (NYSE: LW) on behalf of long-term stockholders following a class action complaint that was filed against Lamb Weston on June 13, 2024 with a Class Period from July 25, 2023 to April 3, 2024. Our investigation concerns whether the board of directors of Lamb Weston have breached their fiduciary duties to the company.

Lamb Weston ALERT: Bragar Eagel & Squire, P.C. is Investigating Lamb Weston Holdings, Inc. on Behalf of Long-Term Stockholders and Encourages Investors to Contact the Firm

Lamb Weston Shareholders Are Encouraged To Join Securities Fraud Lawsuit With The Schall Law Firm

LOS ANGELES, CA / ACCESSWIRE / August 17, 2024 / The Schall Law Firm, a national shareholder rights litigation firm, reminds investors of a class action lawsuit against Lamb Weston Holdings, Inc. ("Lamb Weston" or "the Company") (NYSE:LW) for violations of 10(b) and 20(a) of the Securities Exchange Act of 1934 and Rule 10b-5 promulgated thereunder by the U.S. Securities and Exchange Commission. Investors who purchased the Company's securities between July 25, 2023 and April 3, 2024, inclusive (the "Class Period"), are encouraged to contact the firm before August 12, 2024.

Lamb Weston Shareholders Are Encouraged To Join Securities Fraud Lawsuit With The Schall Law Firm

Lamb Weston Investors Are Invited to Lead Securities Fraud Lawsuit with the Schall Law Firm

LOS ANGELES, CA / ACCESSWIRE / August 16, 2024 / The Schall Law Firm, a national shareholder rights litigation firm, reminds investors of a class action lawsuit against Lamb Weston Holdings, Inc. ("Lamb Weston" or "the Company") (NYSE:LW) for violations of 10(b) and 20(a) of the Securities Exchange Act of 1934 and Rule 10b-5 promulgated thereunder by the U.S. Securities and Exchange Commission. Investors who purchased the Company's securities between July 25, 2023 and April 3, 2024, inclusive (the "Class Period"), are encouraged to contact the firm before August 12, 2024.

Lamb Weston Investors Are Invited to Lead Securities Fraud Lawsuit with the Schall Law Firm

Lamb Weston Investors Have the Chance to Lead Securities Fraud Lawsuit with the Schall Law Firm

LOS ANGELES, CA / ACCESSWIRE / August 15, 2024 / The Schall Law Firm, a national shareholder rights litigation firm, reminds investors of a class action lawsuit against Lamb Weston Holdings, Inc. ("Lamb Weston" or "the Company") (NYSE:LW) for violations of 10(b) and 20(a) of the Securities Exchange Act of 1934 and Rule 10b-5 promulgated thereunder by the U.S. Securities and Exchange Commission. Investors who purchased the Company's securities between July 25, 2023 and April 3, 2024, inclusive (the "Class Period"), are encouraged to contact the firm before August 12, 2024.

Lamb Weston Investors Have the Chance to Lead Securities Fraud Lawsuit with the Schall Law Firm

Zacks Investment Research

Lamb Weston (LW) Down More Than 40% in 6 Months: Here's Why

Lamb Weston (LW) is battling key issues like ongoing input cost inflation, persistent execution difficulties and a softening in global demand for frozen fries.

Lamb Weston (LW) Down More Than 40% in 6 Months: Here's Why

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